Account Executive - Keystone Risk Partners
Media, PA, US, 19063
Position Summary:
The Account Executive is responsible for supporting the Broker Team by providing strong technical expertise and administrative services relevant to account placement and client service activities.
Essential Functions:
- Assists with inputting and updating current client information in all required systems
- Works with retail agency personnel & underwriters to ensure accurate account information
- Prepares accounts for renewal process, and may solicit new or renewal business
- Prepares market submissions and quote cover letters to Agents
- Review’s policies, procedures, and other incoming documentation for accuracy
- Assists with fulfilling account transactions, internal processing, and necessary document preparation, e.g., endorsements, change forms, invoices, etc.
- Resolves invoicing issues with Premium Accounting
- Communicates with Premium Accounting regarding notices of cancellation
- Helps to ensure claim notifications are sent to the claims department.
- Perform basic office duties; filing/copying/printing documents/maintaining files
- Prepare reports, submissions, cover letters, and reviews policy for accuracy
- Other relevant duties as assigned
Education/Experience/Skills:
- 2+ years of relevant experience in a commercial insurance brokerage or underwriting environment
- Wholesale or retail agency/brokerage experience preferred
- Associate degree or higher preferred
- Must be able to pass state exam and obtain insurance license, if required
- Demonstrated understanding of insurance products and services
- Ability to manage workload with minimal supervision
- Critical attention to details
- Proficiency in Microsoft Office
Disclaimer
Nearest Major Market: Philadelphia